TOP 30 Personalized financial service in Lee, Massachusetts

42 results found

Lee Bank is a trusted financial institution located at 279 Main Street in Great Barrington, Massachusetts. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Our experienced team is dedicated to providing personalized and reliable service to help individuals and businesses achieve their financial goals. Whether you need a checking account, savings account, loan, or investment advice, Lee Bank is here to help. Visit us today to experience the difference of banking with a community-focused institution.

56 Lee Street is a renowned institution located in the charming town of Marblehead, Massachusetts. Situated at the address 56 Lee Street, this institution is dedicated to providing high-quality education and services to its students and community members. With a focus on academic excellence and personal growth, 56 Lee Street offers a wide range of programs and resources to support student success. The institution's beautiful campus and welcoming atmosphere make it a top choice for those seeking a transformative educational experience in the United States.

October Mountain Financial Advisors is a trusted finance institution located at 103 West Park Street in Lee, Massachusetts, United States. Our team is a collaboration between two well-established companies, Lee Bank and St. Germain Investment Management, who share a commitment to serving our community and clients with integrity and expertise. With a history of guiding thousands of clients towards their financial goals, we understand the importance of asset allocation, security selection, and diversification in today's ever-evolving financial landscape. Led by Managing Director and Financial Advisor Gary M. Schiff, our team believes in the timeless principles of patience and strategic planning when it comes to achieving financial success. Whether you are in Sheffield, Williamstown, or beyond Berkshire County, October Mountain Financial Advisors is here to assist you in creating a personalized plan to help you reach your financial objectives. Contact us today to begin your journey towards a secure financial future.

Lee Ann Nault, CPA is a reputable accounting and finance institution located at 977 South Street in Fitchburg, Massachusetts, United States. With years of experience and expertise in the field, Lee Ann Nault, CPA offers a wide range of professional services including tax preparation, financial planning, auditing, and consulting. Their team of certified public accountants is dedicated to providing top-notch service and personalized solutions to meet the unique needs of each client. Whether you are an individual or a business owner, Lee Ann Nault, CPA is committed to helping you achieve your financial goals and secure a stable financial future.

Lee Hurney is a reputable finance institution located at 699 Massachusetts Avenue in Arlington, Massachusetts, United States. With a focus on providing top-notch financial services to individuals and businesses, Lee Hurney is known for its expertise in investment management, financial planning, and wealth management. The institution prides itself on its team of experienced professionals who are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Lee Hurney is committed to providing personalized and comprehensive financial solutions to meet your needs.

James Lee - UBS Financial Services Inc. is a reputable finance institution located at 55 William Street in Wellesley, Massachusetts, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust in James Lee - UBS Financial Services Inc. for all your financial needs.

Lee Capital Management is a renowned finance institution located at 100 Cummings Center in Beverly, Massachusetts, United States. With a strong reputation for providing top-notch financial services, Lee Capital Management is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers expert advice and personalized solutions to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Lee Capital Management is committed to delivering exceptional results. Trust Lee Capital Management to guide you towards a secure financial future.

Abacus Tax Services is a reputable accounting and finance institution located at 111 Lee Street in Tewksbury, Massachusetts, United States. With a team of experienced professionals, they provide expert tax services to individuals and businesses alike. From tax preparation to financial planning, Abacus Tax Services is dedicated to helping clients navigate the complexities of the tax system and achieve their financial goals. Trust Abacus Tax Services for all your accounting and finance needs.

Lee Town Accountant is a local government office located at 32 Main Street in Lee, Massachusetts, United States. Our dedicated team of professionals is committed to managing the financial affairs of the town with integrity and transparency. We provide expert accounting services to ensure the efficient and responsible use of public funds. Visit us today for all your financial inquiries and needs.

Lee Bank is a trusted financial institution located at 75 Park Street in Lee, Massachusetts, United States. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers. Our experienced team is dedicated to providing personalized assistance and guidance to help you achieve your financial goals. Whether you are looking for a checking account, savings account, loans, or investment options, Lee Bank is here to help. Visit us today to experience the difference of banking with a community-focused institution.

Welcome to IND Mortgage LLC, where Pauline Lee, a dedicated mortgage broker, is ready to assist you with all of your financing needs. Located at 117 Kendrick Street in Needham, Massachusetts, our boutique finance institution specializes in helping borrowers secure loans for residential, investment, commercial, or small business purposes. Whether you are a first-time homebuyer or looking to refinance your current mortgage, our team is here to provide you with personalized solutions and the lowest rates and fees in the industry. With a wide range of financing options available, we strive to meet the unique needs of every borrower.

Welcome to Lee Town Assessors, your trusted partner in accounting, finance, and local government services. Conveniently located at 32 Main Street, Lee, Massachusetts, we are dedicated to serving the financial and administrative needs of our community with professionalism and integrity. Our team of experienced assessors is committed to providing accurate property assessments, comprehensive financial advice, and efficient government-related services to residents and businesses in Lee. Whether you need assistance with property valuations, tax assessments, or any other financial inquiries, Lee Town Assessors is here to help. Visit us today and experience the personalized service and expertise that have made us a cornerstone of the Lee community.

Welcome to Lee Bank - Your Trusted Financial Partner in Stockbridge Located at 3 Elm Street, Stockbridge, Massachusetts, Lee Bank is your local, community-focused financial institution dedicated to providing exceptional banking services to individuals and businesses alike. As a trusted name in the finance industry, we offer a wide range of services tailored to meet your financial needs.

Welcome to Lee Bank, your trusted financial partner located at 450 Pittsfield Road, Lenox, Massachusetts. Serving the community with dedication and integrity, Lee Bank offers a comprehensive range of banking and financial services tailored to meet the unique needs of individuals, families, and businesses. Our commitment to providing exceptional customer service is at the core of everything we do. Whether you're looking to open a personal checking account, secure a loan for your dream home, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. At Lee Bank, we combine the personalized attention of a local bank with the innovative solutions of a modern financial institution. Visit us today and discover how we can help you achieve your financial goals with confidence and ease.

Welcome to Lee Bank, your trusted financial partner located at 180 South Street, Pittsfield, Massachusetts. As a community-focused bank, we are dedicated to providing personalized banking and financial services to individuals, families, and businesses in the heart of the Berkshires. With a strong commitment to customer satisfaction, Lee Bank offers a comprehensive range of services including personal and business banking, loans, mortgages, and investment solutions tailored to meet your unique financial needs. Our experienced team of professionals is here to guide you every step of the way, ensuring that you achieve your financial goals with confidence. Visit us today and experience the difference of a bank that truly cares about its community. At Lee Bank, your success is our priority.

Welcome to Berkshire Financial Services Inc., your trusted partner in financial excellence located in the heart of the Berkshires at 75 Park Street, Lee, Massachusetts. At Berkshire Financial Services, we are committed to guiding you towards a secure financial future with our comprehensive range of financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to providing personalized financial advice and services, including investment management, retirement planning, tax strategies, and estate planning. We understand that every client has distinct financial goals, and we strive to deliver customized strategies that align with your aspirations.

Welcome to the Law Office of Jacqueline Voss Lees Located at 27 Congress Street, Salem, Massachusetts, the Law Office of Jacqueline Voss Lees is dedicated to providing comprehensive legal services with a focus on estate planning, probate, elder and disability law, and real estate transactions. With over 33 years of experience in the Probate Court, Attorney Jacqueline Voss Lees is committed to guiding her clients through life’s transitions with confidence and clarity.

Welcome to Dean Financial Group, LLC, where your financial future is our top priority. Led by our esteemed President, Lee Dean, we are a trusted financial services firm located in the heart of Waltham, Massachusetts. Situated at 201 Jones Road, our team is dedicated to providing comprehensive financial solutions tailored to meet your unique needs and goals. At Dean Financial Group, LLC, we specialize in a wide range of financial services including investment management, retirement planning, estate planning, and more. Our commitment to excellence and personalized service ensures that whether you are an individual, a family, or a business, you will receive the highest level of expertise and attention.

Welcome to Lee & Crowley, LLC – your trusted partner in accounting and finance solutions located in the heart of Boston at 423 West Broadway, Massachusetts. At Lee & Crowley, LLC, we are dedicated to helping individuals and businesses navigate the complexities of financial management with precision and expertise. Our team of seasoned professionals offers a comprehensive range of services, including accounting, tax planning, financial consulting, and business advisory services tailored to meet your unique needs. Whether you're a small business owner seeking bookkeeping assistance or an individual looking for tax optimization strategies, we provide personalized attention and strategic insights to help you achieve your financial goals. Visit us in Boston's vibrant community and discover how Lee & Crowley, LLC can empower your financial future. Your success is our commitment.

Consolati Tax Prep, located at 71 Main Street in Lee, Massachusetts, offers a personalized and professional approach to accounting and finance services. Unlike national tax prep services, we provide expert tax preparation without the use of per form changes, instant refunds, or refund anticipation loans. We pride ourselves on developing long-term relationships with our clients, spanning across generations. In addition to tax preparation, Consolati can assist with navigating the complexities of the Massachusetts Health Connector for self-employed individuals seeking health insurance. We also offer support in compiling financial paperwork for various purposes, such as loans, FASFA, or divorce proceedings.

Darice Taxter is a trusted health and pharmacy institution located at 10 Pleasant Street in Lee, Massachusetts, United States. Offering a wide range of pharmaceutical products and health services, this store is dedicated to providing high-quality care and medication to its customers. With a knowledgeable and friendly staff, Darice Taxter is a reliable destination for all your health and wellness needs.

NBT Bank is a trusted financial institution located at 76 Park Street in Lee, Massachusetts, United States. As a full-service bank, NBT Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM access, customers can easily manage their finances and access cash whenever they need it. NBT Bank is committed to providing personalized service and helping individuals and businesses achieve their financial goals.

Peabody River Asset Management is a reputable finance institution located at 37 Lee Street in Cambridge, Massachusetts, United States. With a focus on providing expert financial advice and management services, Peabody River Asset Management is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, the experienced team at Peabody River Asset Management is here to help. Trust in their expertise and personalized approach to financial planning.

OCEANAIR, Inc. is a finance institution located at 186A Lee Burbank Highway in Revere, Massachusetts, United States. With a strong presence in the financial industry, OCEANAIR, Inc. offers a wide range of financial services to individuals and businesses. From investment management to wealth planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, OCEANAIR, Inc. is a trusted partner for all your financial needs.

A F Viale Insurance Agency is a trusted insurance provider located at 75 Main Street in Lee, Massachusetts, United States. With years of experience in the industry, we offer a wide range of insurance products to meet the needs of individuals and businesses alike. Our dedicated team of professionals is committed to providing personalized service and finding the best coverage options for our clients. Whether you are looking for auto, home, business, or life insurance, A F Viale Insurance Agency has you covered. Contact us today to discuss your insurance needs and let us help you protect what matters most.

Toole Insurance is a trusted insurance agency located at 195 Main Street in Lee, Massachusetts, United States. With a commitment to providing personalized insurance solutions to meet the unique needs of each client, Toole Insurance offers a wide range of coverage options including auto, home, life, and business insurance. Their team of experienced agents are dedicated to helping clients find the best policies at competitive rates, ensuring peace of mind and financial protection. Contact Toole Insurance today for expert advice and superior customer service.

Greylock Federal Credit Union, located at 43 Park Street in Lee, Massachusetts, is a trusted financial institution offering a wide range of banking and finance services. From personal and business accounts to loans and investment options, Greylock FCU is committed to helping members achieve their financial goals. With convenient ATM locations and a dedicated team of professionals, Greylock FCU is a reliable partner for all your banking needs.

Frank Consolati Insurance Agency Inc is an insurance agency located at 71 Main Street, Lee, Massachusetts, United States. We offer a wide range of insurance coverage options to protect your investments, from classic cars to leased electric vehicles. Whether you are a teenager getting your first auto policy or an adult looking to save money, we are here to help. Our experienced team can explain the various coverages available, including bodily injury, medical payments, property damage, collision, comprehensive, and uninsured or underinsured motorist coverage. In addition to auto insurance, we also provide homeowners insurance to protect your home, condo, or apartment from various disasters and liabilities. We offer discounts for safe driving, low mileage drivers, and for combining auto and homeowners' policies.

Welcome to Kelly Funeral Home, a place of compassion and support located at 3 Main Street, Lee, Massachusetts. We are dedicated to providing dignified and respectful funeral services to families in our community. At Kelly Funeral Home, we understand the importance of honoring the lives of loved ones and offer personalized services to meet the unique needs of each family. Our experienced and caring staff are here to guide you through every step of the process, ensuring a comforting and respectful experience. Whether you are planning a traditional funeral, a memorial service, or a celebration of life, we are committed to helping you create a meaningful tribute that reflects the life and legacy of your loved one. Visit us or contact us to learn more about our services and how we can assist you during this difficult time.

Welcome to Berkshire Bank, your trusted financial partner located at 76 Park Street, Lee, Massachusetts. As a cornerstone of the community, we pride ourselves on offering personalized banking and financial services tailored to meet the unique needs of our customers. Whether you're looking to open a savings account, secure a loan, or explore investment opportunities, our dedicated team is here to guide you every step of the way. With a commitment to customer satisfaction and community growth, Berkshire Bank combines local expertise with a wide range of financial products to help you achieve your financial goals. Visit us today and experience the difference of banking with a community-focused institution.